401(k) Plan Services

We have been specializing in the retirement plan market since 1995. Our experience has given us a very clear understanding of what a plan sponsor must do to protect themselves and their company, enabling them to run a compliant and successful 401(k) Plan.  As of the fall 2007, Mammini Company works with about 50 retirement plan clients with cumulative plan assets in excess of $400 million.

 

An outline of the service we provide our pension clients include:

 

• Twelve plus years of experience in the retirement plan field.
• Independent advisor / consultant.
• Written service and fee agreement.
• Full disclosure of all fees, costs and soft dollar revenues.
• Due diligence / audit binder provided for all clients.
• Educate plan fiduciaries to understand and meet their responsibilities.
• Work closely with TPA firms regarding plan design and administration.
• Educate plan participants of plan benefits and investment strategies.
• Offer individual meetings to interested employees.
• Closely monitor and evaluate plan investment options.
• In-depth annual trustee meetings with written minutes.

  

Affiliations

Mammini Company has long term working relationships with many of the larger 401(k) plan providers in the industry.  Some of the Plan providers we work with are; MFS, American Funds, John Hancock, and Principal Financial.  We also have relationships with many of California's premier third Party Administrators, including Polycomp Administration Services, Kaufmann & Goble, San Diego Pension Consultants, National Retirement Services, Tri-Ad and Means and Associates.

  

Keys to Our Success

We are confident that our success in the retirement plan industry over the past decade is due to our high level of customer service and commitment to providing workable and efficient solutions.  Thank you for your interest in Mammini Company.